Jeff Cherkas

Jeff specializes in equities and fixed income products. He provides his clients with a wealth of industry knowledge, as well as a strong passion and commitment to consistent client service.

Prior to joining the team, Jeff was an Investment Associate at UBS Financial Services, Inc. and in Private Client Services at Bear Stearns & Company Inc. He has over 20 years of industry experience, including 17 years as a Team Equity Portfolio Trader and 15 years as a Financial Advisor.

Jeff holds a BA in Finance from Ithaca College where he also played D3 football. In addition, he holds an MBA in Investment Management from Drexel University and maintains his Series 7, 63 and 65 securities licenses.

In Jeff's free time, you can find him spending time with his wife and two children. He enjoys waterskiing, snow skiing, coaching youth basketball, and traveling with his family.